Wealth Management Specialist
4 weeks ago
We are seeking a highly skilled Wealth Advisor to join our team at MAI Wealth Management, Inc. The ideal candidate will have a strong background in providing sound financial advice to individuals and businesses.
Main Responsibilities:
- Develop personalized financial solutions for clients to achieve their goals and objectives.
- Provide expert guidance on insurance, retirement planning, estate planning, business planning, education funding, and investment advisory services.
- Analyze investment opportunities and client needs to provide objective, unbiased financial advice.
- Build and maintain strong client relationships through regular communication and meeting preparation.
- Stay up-to-date with industry developments and best practices through continuous learning and professional development.
Requirements:
- Bachelor's degree in Accounting or Finance preferred.
- 3-5 years of experience in wealth management or a related field.
- Certified Financial Planner (CFP) certification preferred.
Benefits:
- Discretionary bonus
- Medical, dental, and vision insurance
- 401(k) plan
- Health Savings Account
- Paid maternity and parental leave
- Tuition reimbursement
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